Hosted by Market Strategist Ryan Nauman, Views from 6,230 brings together financial markets, investments, economics, wealth management, and life to help investment professionals make sense of what's happening—and prepare for what's next.
Ryan sits down with industry leaders, investment experts and thought leaders to explore the trends driving markets and influencing investor behavior, from ETFs and SMAs to portfolio construction, AI, the economy, and the evolving wealth management industry.
Expect insightful conversations, actionable ideas, and a fun, engaging approach to the topics that matter most to financial advisors, wealth managers, portfolio managers, and investment professionals.
Cut through the noise. Gain perspective. Make more informed investment decisions.
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Views from 6,230 — Cut Through the Noise. Invest With Perspective.
Recording from the Steward Symposium, host Ryan Nauman welcomes wealth manager Alicia Fuller to discuss choosing a business structure in wealth management and why she moved from a full-service wirehouse after 40 years to a W-2 role at Steward Partners. Fuller explains she wanted more freedom to serve clients and build her brand without the operational burdens of full independence, and describes how Steward’s culture, collaboration, and support expanded what her team could do in marketing, events, reporting, and client communication. She shares how the transition was smooth for clients, improved team energy, increased referrals, and enabled relationship-building through client experiences. Fuller also discusses her experience as a woman in the industry, mentorship and succession planning, carving out team ownership, and her next chapter focused on growth, time back, and multi-generational legacy planning.
Connect with Ryan Nauman:
LinkedIn (https://www.linkedin.com/in/ryannauman1/ )
X ( https://twitter.com/LkTahoeBadger)
Learn more about Steward Partners here (https://www.stewardpartners.com ):
Learn more about Coastal 360 Capital Advisors at Steward Partners here (https://coastal360capital.stewardpartners.com/ ).
Learn how Nauman Strategic Partners (https://naumanstrategicpartners.com/ ) can help Wealth Managers and Asset Management firms developing compelling market narratives, white papers, and content strategies that position your firm as a trusted voice in the investment landscape.
00:00 Podcast Welcome
00:45 Why Structure Matters
01:21 Meet Alicia Fuller
01:46 Leaving the Wirehouse
02:48 Choosing the Middle Path
05:12 New Freedom and Branding
07:35 Client Experience Upgrade
13:26 Culture and Growth Tools
16:34 Women and Mentorship
19:21 Succession and Legacy Plan
20:40 What W2 Really Means
22:00 Unexpected Steward Support
23:00 Referrals and Relationships
25:51 Advice for Switching Firms
29:32 Next Chapter Ahead
32:10 Closing Thanks and Outro
13 Oct 2026
The Market Looks Calm. Look Beneath the Surface.
Host Ryan Nauman welcomes Paisley Nardini, Head of Investment Strategy at Tema ETFs, to discuss how calm index-level markets are masking narrow leadership, rising dispersion, shifting rate expectations, and concentration risk in both equity and bond indexes. Nardini explains her multi-asset background and why today’s macro regime and stock-level volatility may create a more favorable backdrop for active management. They cover 2026’s “whiplash” move from expected rate cuts to hikes, subdued VIX versus spiking bond volatility, resilient earnings, and why investors often overemphasize midterms despite historically positive fourth-quarter seasonality. Nardini outlines where AI spending is expanding beyond semiconductors into infrastructure, power, data centers, networking, and healthcare, and emphasizes “prudent participation,” intentional diversification, and rethinking passive exposure that may no longer deliver true diversification.
Connect with Ryan Nauman:
LinkedIn (https://www.linkedin.com/in/ryannauman1/ )
X (https://twitter.com/LkTahoeBadger )
To learn more about Tema ETFs here (https://temaetfs.com/ ).
Learn how Nauman Strategic Partners (https://naumanstrategicpartners.com/ ) can help Wealth Managers and Asset Management firms developing compelling market narratives, white papers, and content strategies that position your firm as a trusted voice in the investment landscape.
00:00 Welcome and Setup
01:56 Meet Paisley and Tema
04:46 Why Thematic Active
09:01 2026 Macro Whiplash
14:03 Consumer Resilience Puzzle
18:02 Midterms Market Impact
22:37 Credit Spreads and Bonds
30:06 Index Concentration Risk
34:44 Calm Index Hidden Dispersion
37:08 Next Wave AI Spending
42:15 Advisor Portfolio Playbook
46:12 Wrap Up and Resources
9 Oct 2026
More Than a Buyout: Protecting Your Legacy
Recorded at the Steward Symposium, host Ryan Nauman interviews Tim Burklow, a 33-year wealth management veteran and wealth advisor in Steward Partners’ Legacy Channel, about succession planning. Burklow explains how his team began planning for the future by developing next-gen advisors—including his two sons and a third advisor—emphasizing the time investment required. He shares why internal succession can be difficult due to capital needs and family considerations, and describes a consultant-led search that found many firms focused on money rather than fit. Burklow chose Steward Partners for its leadership access, consistent culture, and careful vetting, while still providing competitive economics. He discusses client communication, burnout relief from offloaded management tasks, over 90% retention, improved teamwork over silos, better technology, and a clearer retirement path. He urges advisors to start early and seek guidance. More info: mainstaywealth.com.
Connect with Ryan Nauman:
LinkedIn (https://www.linkedin.com/in/ryannauman1/ )
X (https://twitter.com/LkTahoeBadger )
Learn more about Steward Partners here (https://www.stewardpartners.com).
Learn more about Mainstay Wealth Management at Steward Partners here (https://mainstaywealth.stewardpartners.com/ ).
Learn how Nauman Strategic Partners (https://naumanstrategicpartners.com/) can help Wealth Managers and Asset Management firms developing compelling market narratives, white papers, and content strategies that position your firm as a trusted voice in the investment landscape.
00:00 Podcast Welcome
00:47 Succession Planning Focus
01:11 Meet Tim Berklow
02:17 Building Next Gen Team
04:32 Why Steward Partners
06:34 Due Diligence Surprises
09:11 Culture Over Money
10:08 Life After Transition
11:38 Client Transition Strategy
14:34 Practice Today Improvements
16:28 Advice For Older Advisors
17:46 Legacy Model Myths
18:47 Not Getting Squeezed Out
19:48 Looking Ahead And Balance
20:57 Where To Learn More
21:19 Closing Thanks
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